See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,412 | $50,958+71.5% | $74,550+17.3% | $64,186+36.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.70% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,103 | $1,115+178.2% | $1,961+58.2% | $2,381+30.3% |
| Participant deferral / active EE | $2,235 | $2,301-2.9% | $3,108-28.1% | $3,470-35.6% |
| Admin fee / account holder | $3,601 | $4,223-14.7% | $5,060-28.8% | $4,888-26.3% |